View, Search/Filter, Manage, Export/Share, Contact Report

Contact Report Overview

Accessing tenant and organization member contact details for communication and administrative purposes.

Steps:
The Contact Report serves as your master directory for everyone associated with your portfolio:

1. Navigate: Click the Reports (Chart Icon) in the left sidebar and select Contact Report.
2. Two Main Tabs:
   
   • TENANTS: Displays contact data for all residents across your properties.
   • ORGANIZATION MEMBERS: Displays contact data and roles for your internal team and staff.
3. Key Data Points: View essential information at a glance, including Email, Phone Number, and SSN Number (for tenants) or App Roles (for members).
4. Refresh Data: Click the Circular Arrow Icon (top right) to ensure you are viewing the most recent contact updates.

Filtering Tenant Contacts

Narrowing down the contact list by specific properties or unit numbers to find resident data quickly.

Steps:
To locate specific resident contact information:

1. Property Filter: Use the Property dropdown to show only tenants from a specific building.
2. Unit Filter: Once a property is selected, use the Unit dropdown to isolate a specific apartment or space.
3. Global Search: Type a name, email, or SSN into the Search Bar above the table for instant results across all properties.
4. Group By: Use the Group By dropdown to organize the list by Property for a cleaner visual layout.

Managing Organization Member Contacts

Accessing the contact directory and application roles for your internal staff and team members.

Steps:
To view contact info for your team:

1. Switch Tab: Click on the ORGANIZATION MEMBERS tab at the top of the report.
2. Review Roles: View the App Roles column to see who is designated as an Admin versus a Member.
3. Search Members: Use the Search Bar to find specific staff members by name or email address.
4. Member Details: Click on a member's name (if linked) to view their full internal profile.

Exporting & Sharing Contact Reports

Generating shareable contact sheets in PDF or Excel format for offline use or team distribution.

Steps:
To take your contact list offline or share it with emergency services/staff:

1. Open Export Menu: Click the Three Vertical Dots Icon in the top-right corner.
2. Select Format:
   
   • PDF Icon: Generates a professional contact sheet for printing.
   • Excel Icon: Downloads a spreadsheet for bulk email or phone marketing use.
   • Envelope Icon: Emails the currently filtered contact list directly to a recipient.
3. Resetting: Click Reset Filters (the funnel icon) to clear all search criteria and return to the full list.